HomeMy WebLinkAbout7-23-12c~ r.,,,~ ,, ., {-~ hN}~~~F INHERITANCE TAX
t~t'~~IS'E~~b1"L LLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -
INHERITANCE TAX DIVISION ~ ~~;%~~~4~~~~~5 AND ASSESSMENT OF TAX
PO BOX 280601 1 '~'" `
HARRISBURG PA 17128-0601
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GEORGE F DOUGLAS II~~SQ~"~~~~1~~ ~~~~ ~~
354 ALEXANDER SPRING RD
CARLISLE PA 17015-7451
Pennsylvania -~
DEPARTMENT OF REVENUE
~_._. __
REV-1547 EX AFP (12-11)
DATE 07-16-2012
ESTATE OF ICKES JUNE W
DATE OF DEATH 01-15-2011
FILE NUMBER 21 11-0533
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-14-2012
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ICKES JUNE WFILE N0.:21 11-0533 ACN: 101
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OR
DATE: 07-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 130, 000.00 NOTE: To ensure proper
Z. Stocks and Bonds (Schedule B) C2) ,0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) 9 0.5 9
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 130 , 090.59
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 14,08 9.6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,19 8.4 7
11. Total Deductions (11) 21,288.14
12. Net Value of Tax Return (12) 108,802.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 108,802.45
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 OS , 802 _ 4S x 045 = 4 , 896.11
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 4,896.11
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-21-2012 CD015731 .00 4,896.11
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-22-2012 TOTAL TAX PAYMENT 4,896.11
BALANCE OF TAX DUE .00
INTEREST AND PEN. 63.43
TOTAL DUE 63.43
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.
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